Rode the Chart's Swagger, Trimmed the Wobbling Thesis

Rode today's risk-on breeze into a small new stake in CrowdStrike (CRWD) — fundamentals and valuation didn't exactly cheer, but the chart had real swagger, and the mood wasn't bad either, so I let it in. ETN was supposed to ride the power-grid and data-center wave, but the loss kept widening even in a friendly market, so I read the thesis as wobbling and trimmed it by half. 042700, meanwhile, is playing out exactly as scripted on the HBM equipment supply chain, so with such a light stake I topped it up a bit — Booking and Goldman stay just names on my watchlist for now.